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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Alexandra Phillips (CRD# 2810726) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 27 years of experience in the finance industry.
Katherine Preston (CRD# 6315544) is an Investment Advisor Representative working at Gps Wealth Strategies Group, LLC in Basalt, CO and has over 9 years of experience in the finance industry.
John Pulliam (CRD# 2224237) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Crested Blutte, CO and has over 32 years of experience in the finance industry.
Timothy Rahmeier (CRD# 5016961) is an Investment Advisor Representative working at Commonwealth Financial Network in Glenwood Springs, CO and has over 18 years of experience in the finance industry. Timothy Rahmeier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kenneth Ransford (CRD# 4886970) is an Investment Advisor Representative working at Finesse Funds, LLC in Basalt, CO and has over 19 years of experience in the finance industry.
Eric Reische (CRD# 5577735) is an Investment Advisor Representative working at Vineyard Capital Management LLC in Aspen, CO and has over 15 years of experience in the finance industry.
Maxwell Rispoli (CRD# 6076649) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Aspen, CO and has over 9 years of experience in the finance industry.
Denise Roberts (CRD# 5106829) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Aspen, CO and has over 14 years of experience in the finance industry.
Jill Rogers (CRD# 4795986) is an Investment Advisor Representative working at Captrust in Carbondale, CO and has 1 year of experience in the finance industry. Jill Rogers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Richard Rogers (CRD# 3168160) is an Investment Advisor Representative working at Captrust in Carbondale, CO and has over 25 years of experience in the finance industry.